Micron ntsib 'tsis tau pom dua' cov teeb meem muab khoom, thiab cov kws tshuaj ntsuam tau sib cais yog tias hauv qab tau raug ntaus

Txawm li cas los xij, cov kws tshuaj ntsuam muaj cov tswv yim sib txawv txog thaum lub glut hauv kev lag luam nco tuaj yeem ua haujlwm tawm ntawm lub cev. Lub glut tau tsim sai sai tom qab ob xyoos ntawm kev tsis txaus siab thoob ntiaj teb los ntawm COVID-19 kev kis thoob qhov txhia chaw uas ua rau cov neeg siv khoom mus rau ob lossis peb npaug-yuav lawv cov xaj ib txwm, ua rau cov khoom muag ntau dua.

Thaum qhov loj ntawm kev rov qab los hauv kev lag luam nco yog "zoo li yuav yog qhov kev sib cav tseem ceeb," Evercore ISI tus kws tshuaj ntsuam CJ Muse tau hais tias "lub hauv qab yog hauv qab yog hauv qab, thiab peb tau pom meej meej." Muse muaj $ 70 lub hom phiaj thiab qhov ua tau zoo tshaj plaws ntawm Micron.

Muse tau hais tias "Kev sib koom yog nyob ntawm lossis nyob ze tab sis tuaj yeem pauv mus rau sab nraud kom txog thaum peb muaj kev pom tseeb ntxiv ntawm tag nrho lub voj voog," Muse tau hais. "Tab sis rau cov tub ua lag luam nrog 12-lub hlis ntxiv rau lub sijhawm, peb pom cov khoom lag luam zoo nkauj heev."

Tswvyim: Cov nyiaj tau los ntawm Micron qhia tias lub nti poob qis tuaj yeem ua phem dua li Wall Street xav

Morgan Stanley tus kws tshuaj ntsuam xyuas Joseph Moore muaj ib qho kev xav tsis zoo, raws li nws hu ua cov nti tam sim no poob qis dua 2019. Nws muaj qhov ntsuas qis qis, thiab txo nws lub hom phiaj rau $ 49 los ntawm $ 56.

Moore tau hais tias "Qhov no yog qhov phem dua li xyoo 2019 vim tias qhov kev cuam tshuam rau kev xa khoom ntau dhau - uas tau pib thaum Lub Yim Hli 2021 - siv sijhawm ntev los ua si," Moore tau hais. "Cov neeg siv khoom txuas ntxiv tsim cov khoom muag, cov neeg tsim khoom tuav tus nqi siab thiab tso cai cov khoom muag los tsim, thiab kev siv peev txuas ntxiv mus ntxiv."

Moore tau hais tias "Tau kawg, qhov loj ntawm kev kho cov khoom lag luam yog hnyav dua thaum nws tau tsim rau ib xyoos ntxiv," Moore tau hais. "Peb pom zoo nrog lub tuam txhab tias qhov ntim yuav rov zoo dua nyob rau lub Tsib Hlis lub quarter, tab sis nws yuav zoo li rov qab mus rau qib uas tseem nyob hauv qab ntau lawm."

"Peb xav tias qhov ntim rov qab los ntawm lub xyoo nyiaj txiag, tab sis cia siab tias tus nqi yuav nyob twj ywm, nrog rau tus nqi ntawm kev muag khoom nce ntxiv vim tias cov khoom lag luam tsim abate tom qab xyoo," Moore sau tseg.

UBS tus kws tshuaj ntsuam Timothy Arcuri, txawm li cas los xij, tswj hwm nws qhov kev yuav khoom, hu tawm tias qhov glut tsis yog qhov xwm txheej dub-dawb, uas muaj ntau dhau nyob rau hauv hnab ris ntawm kev ua lag luam, thiab qhov chaw uas qhov kev xav tau tseem yuav them rov qab.

"Cov khoom lag luam siab dhau lawm, tab sis cov khoom yog qhov tseem ceeb thiab peb tseem muaj kev cia siab rau kev teeb tsa nyob ib puag ncig huab," Arcuri tau hais.

Tus kws tshuaj ntsuam piav qhia tias thaum lub xov tooj smartphone thiab PC softness txo nco-chip xav tau, chips server tshiab los ntawm Intel Corp.
INTC,
-2.31%
thiab Advanced Micro Devices Inc.
AMD,
-1.22%
yuav ua rau huab cov ntaub ntawv chaw mus yuav ntau lub cim xeeb chips, tshwj xeeb tshaj yog tias fabs txiav rov qab rau ntawm lub peev xwm ua.

Arcuri tau hais tias huab cov neeg siv khoom "tau dhau los ua qhov zoo kawg nkaus," thiab "zoo li yuav pom 'sau rau ntawm phab ntsa'" raws li cov neeg tsim khoom txiav rov qab rau hauv cov khoom siv wafer-fab, thiab yuav ntau lub cim xeeb chips.

Micron shares tiav rau hnub Friday nce 0.2% ntawm $ 50.10, raws nraim qhov lawv kaw rau hnub Friday dhau los, tom qab tau nce ntau npaum li 4% thaum lub sijhawm sib tham, piv nrog 1.5% poob ob qho tib si S&P 500 index.
SPX,
-1.51%
thiab thev naus laus zis tech-hnyav Nasdaq Composite Index
COMP,
-1.51%.

Cov nyiaj tau los tag nrho: Micron txiav cov peev nyiaj siv los ua 'tsis tau pom dua' dhau lub voj voog khoom siv

Cowen tus kws tshuaj ntsuam Krish Sankar, uas muaj qhov ua tau zoo tshaj plaws thiab tus nqi $ 70 lub hom phiaj, hais tias Micron cov lus qhia "cuam tshuam qhov poob qis hauv kev xa khoom me ntsis." Nrog kev poob qis hauv lub quarter thib plaub, lub tuam txhab uas ua rau qhov kev poob qis tam sim no "qhov hnyav tshaj plaws hauv lub tuam txhab keeb kwm."

Sankar tau hais tias "Qhov ntawd tau hais tias, nws tsim nyog nco ntsoov tias cov khoom lag luam nco tau qis dua ua ntej ntawm cov peev txheej, thiab cov khoom siv qis dua yog qhov tseem ceeb raws li kev xav tau zoo dua," Sankar tau hais. Qhov ntawd xav tias Samsung Electronics Co.
005930,
+ 0.95%
thiab SK Hynix Inc.
000660,
+ 2.85%
kuj ua raws li kev txiav lawv lub peev xwm, txwv tsis pub tus nqi nco tsuas yog poob qis.

Mizuho tus kws tshuaj ntsuam Vijay Rakesh, uas muaj qhov ntsuas nruab nrab thiab txo nws lub hom phiaj tus nqi mus rau $ 52 los ntawm $ 56, hais tias txawm tias qis dua hauv lub Tsib Hlis xaus peb lub hlis twg nrog kev rov qab los rau hauv ib nrab ntawm 2023 "tej zaum yuav nyuaj."

Ntawm 38 tus kws tshuaj ntsuam xyuas uas suav nrog Micron, 29 muaj kev yuav khoom qib, xya tau tuav kev ntaus nqi, thiab ob leeg tau muag kev ntaus nqi. Ntawm cov ntawd, 20 tau txo qis lawv cov phiaj xwm nqi tom qab daim ntawv tshaj tawm cov nyiaj tau los, ua rau lub hom phiaj nruab nrab ntawm $ 67, nqis los ntawm yav dhau los $ 75.13, raws li FactSet cov ntaub ntawv.

Rau lub xyoo, Micron shares poob 46%, thaum PHLX Semiconductor Index tau poob 42%, thaum S&P 500 tau poob los ntawm ib lub hlis twg, thiab Nasdaq tau poob ze li ib feem peb.